Importing your .CSV / Excel Recruiting List in FastRecruit
Modified on: Mon, Apr 24, 2017 at 11:29 AM
If you maintain a recruiting database in Excel, Numbers, or any equivalent spreadsheet program, these directions will help you import your spreadsheet into FastRecruit
Saving your Spreadsheet as a CSV file
If your spreadsheet is currently saved in Excel (.xls) format, or any format other than .CSV, open the spreadsheet in your spreadsheet program. Next, click the File menu and select Save As. Name your file and choose your save location (we suggest the desktop), then click the drop down menu next to "format" to choose the Comma Separated Values (.csv) option. You can now save your file.
Note: If some of the information you would like imported into FastRecruit is not kept within your spreadsheet file (e.g., Club Jersey #), you can manually add those topics within Excel (or Numbers). Be sure that you include a topic header for all of your columns in your .CSV spreadsheet.
Importing into FastRecruit Web
In the FastRecruit Web Portal, click on the “Recruits” tab, click the “Bulk Action” drop down menu. Select “Import Recruits”:
An Import Recruit dialogue will appear. First, select the .CSV file you just created.
Next, in the Map Columns step, you will link column headers from your .CSV spreadsheet ("Your Import File") to the headers available in FastRecruit ("FastRecruit System"). The software will automatically match headers that have the same name as the .CSV file. For example, this may include the .CSV column headers of "Club Team", "School name", “Position”, or “School City”. We now also support importing additional fields like Twitter/Instagram handles, phone numbers, and recruit photos.
Note that school name, school city and school state must all be entered on the .CSV file in order for high school information to be imported.
For any of the headers under "Your Import File" that remain "Not Mapped", simply select their corresponding categories from the drop down menu. For example, in the .CSV file below, the FastRecruit column header of “School Jersey Number” will need to be connected to the “Jersey HS" column from your spreadsheet. Once you finish linking your columns, click on the "Next" button at the bottom of the pop-up menu.
If you receive an error message like the one below regarding duplicate recruits within your file, you must delete any duplicate entries in your spreadsheet so that each recruit has a unique name. If you happen to have two recruits with the exact same name, please add an initial to one of the recruits so that their names are not exactly the same. You DO NOT need to close out of FastRecruit to do this. Simply open up your .CSV file, make the corrections needed, then press the Next button again in FastRecruit. If all duplicates have been removed, you can continue on your way to importing your recruits.
After pressing the "Next" button at the bottom of the pop-up menu, you will be taken to a Preview of your import. New recruits to your FastRecruit database will be listed in white, while recruits already within your FastRecruit database will appear highlighted in yellow. For example, in the file below, Sue Bird and Maya Moore are new Recruits in this Database, while LeBron James and Michael Jordan are existing Recruits within FastRecruit so they are highlighted in yellow. A recruit may already exist in your database if you added them last year, or if another staff member already entered them.
For existing recruits in your database, any information within your .CSV file that differs from what you currently have in FastRecruit will appear highlighted in red. From there you can decide if you would like to import this new information, or if you will need to go back and make changes within your .CSV spreadsheet and then re-import it. In the example above, LeBron James' "Class" and "High School Jersey Number" have changed.
Press “Confirm” when you are ready to move forward, and your Recruits will now be loaded into FastRecruit.
After importing your information always be sure to check that everything came in correctly. For example, if a Recruit’s High School does not match the database of High Schools in FastRecruit, that information will not automatically be added for the recruit. High Schools might not match due to spelling, use of abbreviations, similar high school names, or lack of physical information such as school city or school state. Don’t worry, you can connect Recruits with their high schools once your Recruits have been imported. This can be done from the Recruit's profile page.
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